Many people think of their estate plan as only including their “will,” but a successful estate plan considers each of the following core legal documents: (i) a Will; (ii) a Revocable Trust; (iii) a Power of Attorney; and (iv) an Advance Medical Directive. Each document is essential to a successful estate plan to ensure your health care and financial needs are met during your lifetime and your wishes are carried out after your death.
The Four Core Legal Documents for an Estate Plan
